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Sarah Marie Rosas

Kinetic Investment Management, Inc.

Los Angeles, CA

Charlotte, FL

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Current Employers
Kinetic Investment Management, Inc.

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-25
  • FL RA
    APPROVED
    Since 2025-11-25

Branch Locations

633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States

22119 Elmira Blvd Port, Charlotte, FL 33952 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Precise Financial Solutions Port Charlotte FL 07/2021 Present
Blu Realty Port Charlotte FL 07/2021 Present
Kinetic Investment Management, Inc. Los Angeles CA 11/2025 Present
Global Teck Worldwide Reston VA 07/2016 07/2021
  • 07/2021 → Present
    Precise Financial Solutions
    Port Charlotte, FL
  • 07/2021 → Present
    Blu Realty
    Port Charlotte, FL
  • 11/2025 → Present
    Kinetic Investment Management, Inc.
    Los Angeles, CA
  • 07/2016 → 07/2021
    Global Teck Worldwide
    Reston, VA
Other Businesses

Sarah Marie Rosas is a licensed insurance agent and a real estate broker or dealer.

Designations

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

More in Los Angeles, CA

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